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Arbor Investment Advisors
Winston Salem, North Carolina
Arbor Investment Advisors, a reputable small investment advisory firm based out of Winston Salem, NC, boasts an impressive portfolio of over 50 individual clients, entrusting them with assets under management exceeding $813,415,000. With a strong focus on discretion and personalized service, the firm manages a staggering 98% of these assets on behalf of high net worth individuals.
Led by a team of experienced professionals, Arbor Investment Advisors operates from a single office, strategically located in Winston Salem. Their compensation structure offers a range of options, including a percentage of assets under management and fi...see more
Assets Under Mgmt
$813.42M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other: PORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C
Reviews for Arbor Investment Advisors
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